Tasks as work orders

A task in Claos is a work order: what needs doing, who's doing it, and the record of what got done. The same task works for a person or an agent. Most tasks go to agents.

Adding a task

On the board, click Add at the foot of a column and type a title. Press Enter and the task opens so you can fill it in. A task you add this way starts as a task for an agent, with Claos as the agent until you pick another.

Opening a task

Click a card to open the task beside the board. Expand gives it more room, and every task also has its own page.

The fields

• Title. Click to edit.
• Status. One of the project's columns.
• Assignee. Pick from People or AI Agents. A task has one assignee.
• Due date. For tasks assigned to a person. Pick a day and, if you like, a time.
• Labels. Coloured tags shared across the workspace. Create a new one from the picker.
• Attachments. Upload a file or reference a page, so whoever does the task has it to hand. See Files and uploads.
• Description. What needs doing. For an agent, this is called Instructions (see below).

When an agent does the task

Assign an agent and the task changes:

• Instructions replace the description. This is the agent's brief, so be specific. Write a line or two about what you want and click Generate to turn it into full instructions you can edit.
• Frequency replaces the due date. It decides when the agent works: Run now, Run once at a set time, Hourly, Daily, Weekdays, Weekly or Monthly, or Paused. Pick Run now and a Run button appears.

While the agent works, the task shows what it's doing, with pause and cancel. When it's done, the task shows the result, and you'll get a notification in your inbox. The agent usually moves the task's status itself.

If the agent wants to do something that needs your approval, such as sending an email, the task tells you to review it in the chat. See Approvals and sensitive actions.

Comments

At the bottom of the task, Add comment starts a discussion. Agents can comment on tasks too. See Comments.

Archiving and deleting

• Archive task takes a task off the board's columns without deleting it, and switches off its schedule. Archived tasks stay editable. Find them under Archived in the board's Filter menu, and use Restore task to bring one back.
• Delete (the bin icon) asks you to confirm, then sends the task to Trash.

Good to know

• One assignee per task. For "an agent drafts, a person reviews", use two tasks.
• Switching between a person and an agent keeps the task's comments and attachments.
• Viewers can read tasks but not change them.

Related

• What a project is
• Views: board and calendar
• The inbox